Job Description

1. Sales Performance and Target Achievement

Achieve daily, weekly and monthly sales targets for assigned financial products Primary focus on credit cards with additional banking and financial products as assigned Drive quality sales leading to approvals and payouts Maintain consistent performance across products

2. Lead Generation and Customer Acquisition

Generate self sourced leads through open market field activities Approach customers in residential societies, offices, corporates and public locations Build referral network to generate repeat business Convert leads into successful product sales

3. Product Pitching and Customer Advisory

Explain features, benefits, fees and eligibility of financial products clearly Recommend suitable products based on customer profile Maintain transparent and ethical selling practices Handle objections and close sales professionally

4. Documentation and Eligibility Verification

Collect complete and correct KYC and income documents Verify customer eligibility as per bank and DSA guidelines Ensure zero fake, incorrect or manipulated documentation Follow compliance, regulatory and internal processes

5. Follow Ups and Case Tracking

Follow up with customers for pending documents and verifications Track application status until approval or rejection Coordinate with operations team for smooth case processing

6. Field Activity and Market Coverage

Conduct daily field visits in assigned areas Identify high potential locations for financial product sales Maintain strong market presence and visibility

7. Reporting and MIS

Submit daily sales and activity MIS Update CRM or tracking systems accurately Share customer feedback and market insights

8. Compliance, Ethics and Brand Representation

Follow all bank, RBI and DSA compliance norms Avoid mis-selling or false commitments Represent company and bank brands professionally
Job Type: Full-time

Pay: ₹15,000.00 - ₹35,000.00 per month

Benefits:

Health insurance Provident Fund Work from home
Experience:

franchisee Development : 1 year (Preferred)
Work Location: In person